Nainesh Shah is a CFA-designated registered investment advisor at Complete Advisors, based in Valley Stream, NY, with 5 years of industry experience. Nainesh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 25 clients with $67M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Complete Advisors charges a management fee based on the amount of assets they manage for you. The fee ranges from 0.35% to 0.95% per year, paid quarterly in advance. The exact fee is negotiable.
Location
181 S. Franklin Ave., Suite 303, Valley Stream, NY, 11581
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Complete Advisors
Previous Registrations
Unified Financial Securities, LLCBroker
State Registrations1 state
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